Pros | ![]() Lower volatility within category. ![]() Protects capital during bear phase. ![]() Recovers losses quickly. | |||
Cons | ![]() Underperforms benchmarks during bull run. |
INDMoney rank | 6/21 | |||
Category,Subcateogry | Equity,Large & Mid-Cap | |||
Fund Age | 12 Years | |||
Fund Size | 29416 Cr | |||
Min Investment | SIP ₹100 Lumpsum ₹5000 | |||
Expense Ratio | 0.75% | |||
Exit Load | 0.1% | |||
Benchmark Index | Nifty LargeMidcap 250 TR INR |
No of Holdings | 77 | |||
Top 5 Holdings | HDFC Bank Ltd (8.18%) Kotak Mahindra Bank Ltd (4.13%) Axis Bank Ltd (3.45%) Reliance Industries Ltd (3.29%) Shree Cement Ltd (3.01%) | |||
No of Sectors | 10 | |||
Top 3 Sectors | Financial Services (28.72%) Basic Materials (14.21%) Consumer Cyclical (14.16%) | |||
Equity % | 94.59% | |||
Debt % | - | |||
P/E | 22.57 | |||
P/B | 3.53 | |||
Credit Quality | - | |||
Modified Duration | - | |||
YTM | - |
1-Month Return | 2.05% | |||
3-Month Return | 3.84% | |||
6-Month Return | -1.4% | |||
1-Year Return | 12.03% | |||
3-Year Return | 17.57% | |||
5-Year Return | 28.41% |
Sharpe | 0.78 | |||
Alpha | 1.87 | |||
Beta | 0.84 | |||
Standard Deviation | 13.14 | |||
Information Ratio | 0.16 |
Description | SBI Large & Midcap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | |||
Managers | Saurabh Pant |